What criteria does an SE need to meet in order to be profiled on the platform?
SEs listed on the Impact Partners platform must satisfy all of the criteria below, including the core business criteria relating to social mission, financial sustainability and scalability, as well as the investment readiness criteria, relating to your documentation and investor presentation.
Core business criteria:
- Social Mission: The SE needs to have a clearly defined social and/or environmental mission.
- Financial Sustainability: The SE’s business must be financially sustainable or have a credible plan to become financially sustainable within a reasonable period of time.
- Scalability: The SE needs to demonstrate that its business model is scalable with investment capital.
Investment readiness criteria:
- Business plan: A business plan which is clearly thought through and well presented.
- Financial model: Clear and robust financial model showing detailed historical as well as full projections for P&L, cashflow and balance sheet and supporting schedules.
- Social impact framework and projections: Robust impact framework in place and clearly articulated, with compelling evidence to show current and forecast impact. Note that as part of our fundamental commitment to supporting SEs to scale up their social impact and improve the lives of their beneficiaries, we require all SEs listed on Impact Partners to commit to developing a full social impact framework if they do not already have one in place.
- Investor presentation: Professional, well-polished presentation developed and practiced, tailored to target investors.
Does Impact Partners charge SEs a fee to list on Impact Partners?
IIX does not charge SEs a fee to list on Impact Partners.
Does Impact Partners charge SEs a fee when an Investor makes an Investment?
IIX charges an administrative fee to SEs for the provision of its services. As part of IIX's commitment to supporting SEs to raise capital and scale up, IIX only charge this fee once an Investor makes an investment. For SEs that secure an investment, the fee is US$ 10,000. Technical assistance and other bespoke support (such as structuring a special purpose vehicle and Impact Assessments) are offered at an additional fee.
What documents will an SE need to submit for application to Impact Partners?
The registration form requires SEs to provide documents including business plans, investor’s presentation, and financial models. Following registration, our team will contact you to request further documentation required for the assessment process. These may include:
- Audited accounts (past three years or since launch)
- Social impact assessment
- Proposed term sheet (if any)
- Due diligence documents (if any)
If the SE does not have an Impact Assessment, how can it receive one?
As part of our fundamental commitment to supporting SEs to scale up their social impact and improve the lives of their beneficiaries, we require all SEs listed on Impact Partners to commit to developing a full social impact framework if they do not already have one in place.
If you do not already have an impact assessment framework, we can refer you to our non-profit affiliate, Impact Investment Shujog, where the team will work with you to develop a clear and rigorous assessment at an affordable rate. Impact Partners also accepts impact assessments performed by other independent third parties which align with Shujog’s standards of quality and utilize recognized methodologies.
Social Enterprises listed on Impact Partners gain immediate exposure to a global audience of mission-aligned investors looking for meaningful opportunities in Asia.
Once showcased on the platform, a qualified SE will have access to:
- Direct exposure to potential investors: Registered SEs listed on Impact Partners gain exposure to a global audience of accredited impact investors looking to invest in Asia and the Pacific region.
- Increased credibility: All SEs listed on Impact Partners go through a thorough screening process to ensure their financial sustainability and social and/or environmental impact, thus giving potential investors greater confidence in the listed investment opportunities.
- Mission-aligned investment: Registered SEs can connect with Impact Investors looking to deploy their capital in a mission-aligned manner for triple bottom line returns.
- Diverse sources of capital: Registered SEs have flexibility to raise equity or debt from a diverse range of investors including accredited high net worth individuals, family offices and impact investment funds.
- Exclusive events: Registered SEs may receive exclusive invitations to annual Impact Forums, monthly Impact Chats, training workshops, conferences and related industry events and may be invited to pitch to investors at Social Enterprise Showcases organized by IIX.
- Community: Registered SEs will automatically be part of a community that connects Investors, Social Entrepreneurs and Ecosystem Partners such as financial advisors, lawyers and accountants.
How is Impact Partners different from IIX's other platform, Impact Exchange?
Impact Partners is IIX’s private platform connecting sophisticated Impact Investors with a select group of pre-screened SEs that have proven positive social and/or environmental impact. Impact Partners focuses on profiling SEs seeking to raise capital through a private transaction. IIX also operates Impact Incubator through which early stage SEs can attract seed stage funding.
Impact Exchange enables issuers to raise capital by issuing securities to a broader group of investors on a platform that will facilitate trading in listed securities on a regulated stock exchange. It provides exposure to a global base of impact investors looking for transparent and liquid investment opportunities.
If you would like to know more about Impact Exchange, please contact us.
Disclaimer: IIX is not authorized to represent SEs or Impact Investors. IIX does not advise on the merits or risks of investing nor does IIX make offers to sell or trade any securities. No action taken by IIX with respect to the Impact Partners platform shall be construed to constitute the provision of corporate finance advice or an offer or sale of securities in any jurisdiction.